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iShares 5-10 Year Investment Grade Corporate Bond ETF

486 hedge funds and large institutions have $7.04B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 143 increasing their positions, 212 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $473K

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

1.42% less ownership

Funds ownership: 81.36%79.93% (-1.4%)

6% less capital invested

Capital invested by funds: $7.53B → $7.04B (-$482M)

7% less funds holding

Funds holding: 520486 (-34)

33% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 212

41% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 69

Holders
486
Holders Change
-34
Holders Change %
-6.54%
% of All Funds
8.37%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.65%
New
41
Increased
143
Reduced
212
Closed
69
Calls
$1.24M
Puts
$473K
Net Calls
+$769K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
SAF
326
Smith Anglin Financial
Texas
$317K +$336K +6,574 New
WQ
327
Wealth Quarterback
New Jersey
$315K -$4.45K -87 -1%
PFS
328
Prospera Financial Services
Texas
$313K -$133K -2,606 -29%
IA
329
Inspire Advisors
Idaho
$307K +$2.86K +56 +0.9%
HNB
330
Huntington National Bank
Ohio
$300K
GWM
331
GDS Wealth Management
Texas
$300K +$5.62K +110 +2%
AAS
332
Ameritas Advisory Services
Nebraska
$300K +$11.8K +230 +4%
VCA
333
Verdence Capital Advisors
Maryland
$299K +$37.3K +730 +13%
GCL
334
Gouws Capital LLC
North Carolina
$295K -$387K -7,578 -55%
AUB
335
Atlantic Union Bankshares
Virginia
$293K -$30.5K -597 -9%
CAG
336
Csenge Advisory Group
Florida
$290K -$181K -3,533 -37%
CAL
337
Capital Analysts LLC
Pennsylvania
$288K +$23.9K +467 +9%
FA
338
FC Advisory
Pennsylvania
$280K -$395K -7,720 -57%
GA
339
Greytown Advisors
Florida
$280K
CL
340
Choreo LLC
Illinois
$275K +$67.6K +1,322 +30%
SPC
341
Sigma Planning Corp
Michigan
$274K -$32.8K -642 -10%
BFA
342
Bragg Financial Advisors
North Carolina
$274K +$290K +5,665 New
FT
343
Fiduciary Trust
Massachusetts
$269K -$25.5K -498 -8%
WF
344
Welch & Forbes
Massachusetts
$266K -$5.11K -100 -2%
SFA
345
Sequoia Financial Advisors
Ohio
$264K -$6.08K -119 -2%
SCA
346
Snowden Capital Advisors
New York
$263K -$1.35M -26,495 -83%
AWM
347
Avior Wealth Management
Nebraska
$262K +$2.04K +40 +0.7%
CSIA
348
Charles Schwab Investment Advisory
California
$258K +$4.91K +96 +2%
EWM
349
Evercore Wealth Management
New York
$253K
RCAG
350
Rehmann Capital Advisory Group
Michigan
$250K +$264K +5,168 New

IGIB Hedge Fund Activity: Q3 2022 in Review

486 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2022, worth a combined $7.04B — down 6.4% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of IGIB and 41 opened new positions — a net loss of 28 holders — while 212 trimmed existing stakes and 143 added.

The largest buyer was Gradient Investments, opening a new position worth an estimated $92.9M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $167M sold.

  • 486 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2022, down from 520 in Q2 2022.
  • Funds reported $7.04B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2022, down 6.4% quarter-over-quarter.
  • 41 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 69 closed out, a net change of -28 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was Gradient Investments, an estimated $92.9M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Dai-ichi Life Insurance Company, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2022.